Financial Administrative Assistant

Cedar Falls, IA

$35-38k

Our client is seeking a Financial Administrative Assistant for their Cedar Falls, IA office. The Financial Administrative Assistant provides the function that pulls all administrative pieces together.



Key Responsibilities:

• Responsible for tracking and completing continuing education requirements for maintaining licensure.


• Prepare selected materials, reports and various other illustrations in alignment with client risk tolerance and timeframe to be used in meetings with clients.


• Ability to establish priorities with minimal guidance.


• Attend client meetings as requested to facilitate documentation and posting of meeting notes; accurately document and track all meeting follow-up tasks.


• Plan workload, setting priorities and having a working plan for all tasks and activities as required; schedules projects/activities to ensure timely completion.


• Nurture client relationships and initiates engagement with clients and follows-up with other team members.

Job Qualifications

• Bachelor’s Degree is required.


• 2+ years of similar work experience.


• State licenses and registrations for securities, including Series 7 & 66, state life, accident and health insurance licensure need to be obtained.


• Ability to pass exams within defined timeframe.


• Experience working directly with clients.


• Valid driver’s license required.


• Proficiency using all Microsoft Office applications with a strong emphasis on Excel.

Additional Incentives:

• Health, dental and vision insurance


• Life insurance


• PTO (holidays, vacation, etc.)


• Short Term Disability


• Simple IRA

Operations, administrative, clients, Para planner, licensure, health insurance, Microsoft office, excel